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Financial Planning cpdcourses

Course
Online
Virtual Class
AAMC - Anti-Money Laundering and Counter-Terrorism Financing Refresher Module

This course is designed to keep your knowledge and training up-to-date to assist with your compliance with Australia’s efforts to counter money launde...

Course Rating:
CPD Hours: 1.00
Online
AUD $132.00
[Inc. GST]

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Virtual Class

Administrative Assistant 101

This course is about working to the best of your abilities, and encouraging the best in those who work with you, or for you.

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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Virtual Class

Advertising financial products and advice services (including credit): Good practice guidance

This guide is for promoters of financial products, financial advice services, credit products and credit services, and publishers of advertising for t...

Course Rating:
CPD Hours: 1.50
Online
AUD $33.00
[Inc. GST]

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Virtual Class

AML and CTF for Digital Currency Exchange Providers

This course explains the digital currency exchange providers' enrolment and registration with AUSTRAC.

Course Rating:
CPD Hours: 0.50
Online
AUD $16.50
[Inc. GST]

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Virtual Class

ASIC Investigations and Enforcement

The course discusses the powers that ASIC exercises to keep a check on compliance of laws.

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Australian Competition Law

This course provides information on important areas of the act, and its aim to facilitate effective competition geared towards economic growth and eff...

Course Rating:
CPD Hours: 2.00
Online
AUD $47.00
[Inc. GST]

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Virtual Class

Australian Cyber Security Law

This course will detail and walk you through Australia's plans of action against cyber-attacks by prioritising cybersecurity.

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Australian Financial Complaints Authority (AFCA)

This course has been designed to provide an overview of the guidance provided by the Australian Financial Complaints Authority (AFCA) on both organisa...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Virtual Class

Australian Privacy Act

This course has been designed to give learners an overview of Australian Privacy Act and its regulations with regards to the handling of personal info...

Course Rating:
CPD Hours: 3.00
Online
AUD $47.30
[Inc. GST]

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Virtual Class

Building a Brand on Social Media

Are you looking to create a definitive, consistent, and responsive online presence for your brand? If yes, read on.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Business Etiquette - Gaining that extra edge

Have you ever had an awkward moment where you weren’t sure which fork to use or didn’t know which side plate was yours? Then you know just how agonisi...

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Common Tax Offsets and Rebates
Encountered by Financial Advisers

This course explores the various types of tax offsets and rebates commonly encountered by financial advisers in Australia.

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Company Management

Can you build a multistorey building without a strong foundation? No. Right. Similarly, you can’t build a company without good management.

Course Rating:
CPD Hours: 2.00
Online
AUD $43.00
[Inc. GST]

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Virtual Class

Consumer Protection Law

This course will guide you in understand the relevant laws surrounding consumer protection.

Course Rating:
CPD Hours: 2.00
Online
AUD $43.00
[Inc. GST]

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Virtual Class

Credit Fraud Awareness

This course aims to provide you with the knowledge to detect fraud and protect yourself from being implicated where fraud is evident.

Course Rating:
CPD Hours: 2.00
Online
AUD $79.00
[Inc. GST]

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Virtual Class

Critical Thinking

Do you find yourself unable to think critically because of drone mentality or social conditioning? Does your job require you to think critically? Have...

Course Rating:
CPD Hours: 2.00
Online
AUD $47.00
[Inc. GST]

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Virtual Class

Developing Your Business Plan

As an entrepreneur what is your first task for getting started? Are you planning to raise funds for your venture? Do you think it is important to stud...

Course Rating:
CPD Hours: 2.00
Online
AUD $22.00
[Inc. GST]

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Virtual Class

Business Succession Planning - Developing and Maintaining a Succession Plan

This course can help you ensure that when someone leaves the workplace, there is someone new to take their place. It will help you develop, maintain, ...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Effective Conflict Resolution

Fight or Flight? How do you resolve a conflict? Are you aware that fight or flight are not the only options available to you?

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Effective Customer Relationship Management (CRM) Strategies

Has your organisation recently adopted a CRM solution, but you don’t know how to use it? Are you thinking of streamlining your customer relationship m...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Effective Hiring Techniques

Do you have set parameters to assess a candidate’s suitability for a role? As an interviewee, what can you expect in a behavioural interview? Are you ...

Course Rating:
CPD Hours: 1.50
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Encouraging Sustainability and Social Responsibility in Business

Do you think there’s a connection between sustainability and social responsibility in a business? Are you looking for a better understanding of key co...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Environmentally Sustainable Work Practices

Do you ever think about reducing pollution? Do damages to natural systems and bio-diversity make you feel helpless? Are you constantly trying to find ...

Course Rating:
CPD Hours: 1.50
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Equal Employment Opportunity

This course gives a primer on the employer and employee rights and obligations on discrimination, sexual harassment, and anti-bullying under the Equal...

Course Rating:
CPD Hours: 1.00
Online
AUD $66.00
[Inc. GST]

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Virtual Class

Financial Risk Management

This course aims to help finance professionals understand how risk management strategies can be applied to financial services providers, so as to help...

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

First Home Super Saver Scheme

The “First Home Super Saver Scheme” allows individuals who are saving for their first home to take advantage of the concessional taxation arrangements...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Virtual Class

General Data Protection Regulation - Guidance for Australian Businesses

The scope of the General Data Protection Regulation (GDPR) is very broad and applies to non-European businesses. In an increasingly global and interco...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Home Downsizing Superannuation Contributions

This course covers downsizing superannuation contributions.

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Virtual Class

Insurance Bonds: Flexible Concessionally Taxed Investment Vehicles

The Income Tax Assessment Act 1936 provides taxation benefits for owners of insurance bonds.

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Virtual Class

Introduction to Crowdfunding

This course will enable you to understand the basic principles of crowdfunding, as well as assist in its understanding and compliance under Australian...

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Introduction to Financial Services Regulation (FSR)

This course provides guidance and information about financial services reform in Australia. It is an overview of the regulatory environment as it affe...

Course Rating:
CPD Hours: 2.00
Online
AUD $29.70
[Inc. GST]

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Virtual Class

Licensing: Financial product advice and dealing (RG 36)

This short course has been adapted from ASIC RG36 for those who may provide financial product advice or deal in a financial product as defined in the ...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Virtual Class

Low Income Tax Offsets

Recent amendments to the Income Tax Assessment Act 1997 introduced a new tax offset, the Low and Middle Income Tax Offset. This new tax offset applie...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Main Residence CGT Exemption

Capital Gains Tax (CGT) can be a daunting topic, but understanding the Main Residence CGT exemption is crucial for homeowners. Whether you're a first-...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Managing Risks

What is risk management? Why is it important? Why is there such a buzz around this word? Is my organisation assessing and managing risk effectively?

Course Rating:
CPD Hours: 0.50
Online
AUD $16.50
[Inc. GST]

Enrol Now!

Virtual Class

Managing stress

Have you ever experienced stress? What does it do? Does it affect your day-to-day work and interactions? How do you manage stress? Do you have a copin...

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Open Banking and Consumer Data Right

This course will enable learners to understand the concept of open banking and consumer data right and their obligations as data recipients/data holde...

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Presentation skills

This workshop will benefit anyone who presents to any size group of individuals; a trainer, a meeting facilitator, speaker, or front line manager. No ...

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Problem Solving And Decision Making

Do you have a specific approach to problem-solving? Is there a process you follow for decision-making? Does it work every time?

Course Rating:
CPD Hours: 1.00
Online
AUD $49.50
[Inc. GST]

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Virtual Class

Product Design and Distribution Obligations

The Australian Commonwealth Government’s new laws entitled ‘Design and Distribution Obligations and the Product Intervention Power’ were passed into l...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Project Management Fundamentals

Do you aspire to be a project manager? Do you want to know about project management? Are you looking for resources to manage your projects more effici...

Course Rating:
CPD Hours: 1.00
Online
AUD $47.00
[Inc. GST]

Enrol Now!

Virtual Class

Protecting your Superannuation Package and SMSF Members

The Protecting Your Super Package is designed to protect certain superannuation members by “ensuring their superannuation is not unnecessarily eroded ...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Public Speaking - Speaking Under Pressure

Do you often get self-conscious and experience fear when speaking before an audience? Do you want to improve your public speaking skills and gain a pe...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Reading and Understanding Financials

This course is designed to help learners gain a better understanding of reading financial statements for self- employed entities.

Course Rating:
CPD Hours: 2.00
Online
AUD $67.00
[Inc. GST]

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Virtual Class

Reflective Practice

This course is relevant for all professionals, especially those dealing directly with clients including, but not limited to, Financial Planners (as pe...

Course Rating:
CPD Hours: 2.00
Online
AUD $34.00
[Inc. GST]

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Virtual Class

Regulatory Guide 244 - Giving information, general advice and scaled advice CPD

This guide is for Australian financial services (AFS) licensees, authorised representatives and advice providers who give information and advice to re...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Virtual Class

Responsible Lending Conduct

The Australian Securities and Investments Commission (ASIC) sets out the guidelines and obligations for responsible lending for those dealing with con...

Course Rating:
CPD Hours: 2.00
Online
AUD $38.50
[Inc. GST]

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Virtual Class

Responsible Managers Training Obligations

Australian Credit Licensees (ACL) and Australian Financial Services Licensees (AFSL) must be able to demonstrate to ASIC, that they can comply with th...

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Sales Fundamentals

"It’s not about having the right opportunities. It’s about handling the opportunities right."?-Mark Hunter

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Self-Leadership

Do you often find yourself giving in to whims and fancies of people around you? Do you feel that you need to make a change in your routine but are una...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Seniors Equity Release/Reverse Mortgage Course

The Seniors Equity Release / Reverse Mortgage course aims to educate financial services providers seeking to support seniors with reverse mortgage and...

Course Rating:
CPD Hours: 3.00
Online
AUD $229.00
[Inc. GST]

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Virtual Class

Setting up your own small business

This course contains valuable information about starting a business.

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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Virtual Class

Small Amount Credit Contracts

This course covers what you need to know about Small Amount Credit Contracts.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

SMSF Lending

This course has been designed for finance brokers seeking to learn more about Self-Managed Superannuation Fund (SMSF) Lending. It provides information...

Course Rating:
CPD Hours: 2.00
Online
AUD $97.00
[Inc. GST]

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Virtual Class

SMSF Life Insurance

This course gives an understanding about how the Self Managed Superannuation Funds can be used for life insurance needs.

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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Virtual Class

SMSF Penalty Regime

The Australian Taxation Office (ATO) is the regulator of self-managed superannuation funds (SMSF). As the regulator, the ATO has the power to penalis...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

Enrol Now!

Virtual Class

Social media use in the workplace

This course defines the parameters of social media use inside and outside of the workplace; its implications, and the need for guidelines for the prop...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Sponsorship opportunities for small business

Sponsorship opportunities for small business

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

Enrol Now!

Virtual Class

Successful Business Writing

Cold is with the monkey's ears and toes. Cats, dogs, and babies, it's Monday! Can you explain the meaning of this sentence? You probably wouldn’t be ...

Course Rating:
CPD Hours: 1.50
Online
AUD $27.50
[Inc. GST]

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Virtual Class

Superannuation Death Benefit Nominations

This course will discuss superannuation death benefit nominations.

Course Rating:
CPD Hours: 2.00
Online
AUD $38.50
[Inc. GST]

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Virtual Class

Supervising and Training Authorised Credit Reps

This course provides a basic overview of the delineation of roles and responsibilities between a credit licensee and his/her authorised representative...

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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Virtual Class

Tax Considerations for Residential Rental Property Investors

Investors need to take tax considerations for residential property in account before processing the documents of their clients for any kinds of loans ...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Taxation Implications of Using Life Insurance to Protect a Business

This course discusses how life insurance policies may protect a business, its owner and key people. It also discusses taxation implications of using l...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Virtual Class

Taxation of Superannuation Death Benefits

This course will discuss taxation of superannuation death benefits.

Course Rating:
CPD Hours: 2.00
Online
AUD $38.50
[Inc. GST]

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Virtual Class

TestOut Desktop Pro Plus

TestOut Desktop Pro Plus is an all-in-one online learning solution. It has everything a student needs to learn the basics of computers and Microsoft O...

Course Rating:
CPD Hours: 10.00
Online
AUD $187.00
[Inc. GST]

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Virtual Class

Time Management - Get Organised for Peak Performance

Do you feel you are not able to achieve your maximum potential because of time crunch? Are you always rushing to meet deadlines? Is the quality of you...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Understanding Contract Law

The importance of contracts and contract law will be discussed in this course for your understanding and guidance.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Understanding Trust Structures

This course will provide you ample information and details about trusts.

Course Rating:
CPD Hours: 2.00
Online
AUD $43.00
[Inc. GST]

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Virtual Class

Unfair Contract Term Protections for Small Business

The Unfair Contract Term Protections for Small Businesses is relevant to companies with less than 20 people employed, and applies to Standard Form Con...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Virtual Class

Watching Out for Tax Avoidance Schemes

This course informs of the different tax avoidance schemes, guidances, and penalties that the Australian Taxation Office has set.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Virtual Class

Workplace Violence - How to Manage Anger and Violence in the Workplace

What do you understand by workplace violence? What is your organisation’s approach towards managing workplace violence? Are you aware of the laws gove...

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

Enrol Now!

Virtual Class
Latest Reviews for Financial Planning
  • Good Assessors that have experience and also recognise and understand the experience of the student.
    Lance New South Wales

  • Considering I've done my diploma that included a module around developing your business, this provided additional areas
    Lucas Tasmania

  • It was a challenging but necessary course! Glad I took and passed this course as it helped me face the reality work at my new job! :)
    Acrom
Financial Planning courses

The Tier 2 RG146 accreditation program is specifically designed for corporate organisations that require employees to hold accreditation to provide personal advice in deposit and non-cash payment products and/or give advice on retail general insurance products and services, excluding personal accident and illness at the Australian Services and Investment Commission (ASIC) Tier 2 level. AAMC Training offers a range of continued professional development courses (CPD/CPE) and a free Learning Management System (LMS) for clients to maintain control and records required under RG146 and RG206.